Carver Davis Lutz

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2025 → Present
  Ubs Financial Services Inc.
  Weehawken, NJ
• 07/2024 → 12/2025
  Unemployed
  N/A, XX
• 02/2024 → 07/2024
  Phoenix Intelligence
  Greenwich, CT
• 08/2023 → 05/2024
  Elon University
  Elon, NC
• 06/2023 → 08/2023
  Unemployed
  N/A, XX
• 08/2022 → 05/2023
  Full-Time Education: Elon University
  Elon, NC
• 06/2022 → 08/2022
  Blackwall Hitch
  Alexandria, VA
• 08/2021 → 05/2022
  Full-Time Education: Elon University
  Elon, NC
• 05/2021 → 08/2021
  Unemployed
  N/A, XX
• 08/2020 → 05/2021
  Full-Time Education: Elon University
  Elon, NC
• 06/2020 → 08/2020
  Unemployed
  N/A, XX
• 09/2019 → 05/2020
  Full-Time Education: Alexandria Highschool
  Alexandria, VA
• 06/2019 → 08/2019
  Jackson & Campbell Law Firm
  Washington D.C., DC
• 09/2018 → 05/2019
  Full-Time Education: Alexandria Highschool
  Alexandria, VA
• 06/2018 → 08/2018
  Jackson & Campbell Law Firm
  Washington D.C., DC
• 09/2017 → 05/2018
  Full-Time Education: Alexandria Highschool
  Alexandria, VA
• 06/2017 → 08/2017
  Unemployed
  N/A, XX
• 09/2016 → 05/2017
  Full-Time Education: Alexandria Highschool
  Alexandira, VA
• 06/2016 → 09/2016
  Unemployed
  N/A, XX

Exams

• S66 Uniform Combined State Law Examination
  2025-06-26

Other Names

• Carver Lutz